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Stripe integration

Answered

Stripe integration

Answered

Amanda Bergstrom

April 02, 2019 14:53

0

Two weeks in a row my payout has been less than it should be (this had never happened prior to stripe integration). it shows under the client's file that their card has been charged, but under billing in simple practice there is no record of the charge (and clients have told me that their card has not been charged over a week later). When will this be fixed? I'm strongly considering switching to square for credit card processing and ditching stripe. If anyone else has encountered this problem and was able to fix it please advise.

Amanda, after re-reading your post, I think you may be running cards as Manual Credit Card transactions instead of Stripe Credit Card transactions. That's why you're not seeing payouts or charges on your client's cards. Can you let me know if this is the case?

Amanda, after re-reading your post, I think you may be running cards as Manual Credit Card transactions instead of Stripe Credit Card transactions. That's why you're not seeing payouts or charges on your client's cards. Can you let me know if this is the case?

Mabel, you can issue a refund in SimplePractice by visiting Billing > Card Transactions, finding the transaction, and clicking Refund. Amanda, have you had a moment to reach out to our Success team directly? Let me know if you'd like me to create a request on your behalf.

Mabel, you can issue a refund in SimplePractice by visiting Billing > Card Transactions, finding the transaction, and clicking Refund. Amanda, have you had a moment to reach out to our Success team directly? Let me know if you'd like me to create a request on your behalf.

Gillian, Stripe is not working. Period. I'm emailing to SP and not getting any help. My client was billed (double), on Insights, it shows it was billed. I go to to my Stripe account and nada, nothing. I email with Michael who says SP shows the payment as by check. It is not. Client is signed up with autopay. This really is ridiculous. I'm new to SP and NOT happy. This was my first use of Stripe and I'm very frustrated. I really need support with this.

Gillian, Stripe is not working. Period. I'm emailing to SP and not getting any help. My client was billed (double), on Insights, it shows it was billed. I go to to my Stripe account and nada, nothing. I email with Michael who says SP shows the payment as by check. It is not. Client is signed up with autopay. This really is ridiculous. I'm new to SP and NOT happy. This was my first use of Stripe and I'm very frustrated. I really need support with this.

Its frustrating that Simplepractice would remove my ability to track payments through Stripe. Stripe charges me a fee to use their service and since the "intergration" or what it seems like simplepractice being selfish...the stripe dashboard was easier to see what payments came through at the office.

Why limit access to information simplepractice?

Make it so I can use the stripe dashboard if I want, its easier than to go down the rabbit hole to find the information through simplepractice,

Its frustrating that Simplepractice would remove my ability to track payments through Stripe. Stripe charges me a fee to use their service and since the "intergration" or what it seems like simplepractice being selfish...the stripe dashboard was easier to see what payments came through at the office.

Why limit access to information simplepractice?

Make it so I can use the stripe dashboard if I want, its easier than to go down the rabbit hole to find the information through simplepractice,

Gillian, my challenge with this new set up is that my bookkeeper was able to login to the Stripe dashboard to gather all the info she needed to do the books. Now it's not there, and I don't feel comfortable giving her access to my SP account just for books. AND I don't see anyway on the SP card transactions page to print out a report I could send to her.

Any ideas on how to help her get that info confidentially?

Gillian, my challenge with this new set up is that my bookkeeper was able to login to the Stripe dashboard to gather all the info she needed to do the books. Now it's not there, and I don't feel comfortable giving her access to my SP account just for books. AND I don't see anyway on the SP card transactions page to print out a report I could send to her.

I'm also very confused about when payouts arrive at my account. The payout amounts do not line up with the cc charges and I can't tell what I'm actually receiving payment wise. This is very frustrating and never was a problem before.

I'm also very confused about when payouts arrive at my account. The payout amounts do not line up with the cc charges and I can't tell what I'm actually receiving payment wise. This is very frustrating and never was a problem before.

I have the same sentiment with what Nick said. My bookkeeper used to be able to get that information automatically through straight without my involvement. With proposed solution, I have to manually export and then send it to my bookkeeper? That’s not for efficient.

I have the same sentiment with what Nick said. My bookkeeper used to be able to get that information automatically through straight without my involvement. With proposed solution, I have to manually export and then send it to my bookkeeper? That’s not for efficient.

Hi Mabel and Nick, bookkeepers can join your SimplePractice account at no extra cost as Billers. Then they'll have access to all of the information they need to keep your books. Elizabeth, you can see the estimated payout date under Insights > Payout Reports.

Hi Mabel and Nick, bookkeepers can join your SimplePractice account at no extra cost as Billers. Then they'll have access to all of the information they need to keep your books. Elizabeth, you can see the estimated payout date under Insights > Payout Reports.

My apologies, Nick, I didn't realize you were on the Essential plan. Every practice is different - it's up to you whether you'd prefer to upgrade so you can add your biller for free, or if you'd prefer to stay on the Essential plan to receive a better value.

My apologies, Nick, I didn't realize you were on the Essential plan. Every practice is different - it's up to you whether you'd prefer to upgrade so you can add your biller for free, or if you'd prefer to stay on the Essential plan to receive a better value.